The problem of lack of core in the world is becoming more and more serious, and its influence is more and more extensive. Even the international giants like apple can not avoid the problem of lack of core.
On April 8, foreign media reported that apple, which has strong purchasing power, delayed production of MacBook and iPad products due to supply problems caused by parts shortage.The MacBook faces a shortage of chips before final assembly, while the iPad is delayed by a shortage of displays and display components.
Orders for some components of the MacBook and iPad devices were delayed from the first half of this year to the second half, the source said.
It is worth mentioning that Apple has just announced the cancellation of this year's spring new product launch, and the new MacBook and iPad will also be delayed. Now it seems that Apple's decision may also be related to the chip shortage.
For the current dilemma,Apple has yet to comment on the matter, but many netizens are beginning to worry that the lack of core will affect the listing of iPhone 13.
Not long ago, a foreign media analysis said that the lack of core and screen in the global industrial chain may interrupt the production of Apple's iPhone, and the related topic even once hit the hot search list of domestic social platforms, which proves that domestic netizens are very concerned about this matter.
Will the global lack of core affect the launch of iPhone 13 on schedule
In terms of current supply and demand, there is a real risk of parts shortage in the production of iPhone 13.
At present, many semiconductor upstream suppliers are stepping up the expansion of chip manufacturing capacity, but it will take a year to a year and a half to build a brand new chip factory, so it is difficult to alleviate the problem of core shortage in the short term.
Let's look at the demand of users. Affected by the epidemic,With the outbreak of housing economy, the demand for mobile phones, PCs and game machines has increased significantly.
In addition, the global smartphone market is undergoing a change due to Huawei's mobile phone business. In order to compete for more market share, many mobile phone manufacturers panic hoarding, so that the problem of core shortage is more serious.
On the one hand, the capacity can't keep up with the demand. In the second half of the year, the whole mobile phone industry is facing the risk of serious core shortage. Apple's iPhone 13 is no exception.
Although Apple dominates the supply chain and has the ability to grab exclusive orders from contractors, the whole smartphone industry will be affected when the semiconductor supply and demand relationship is completely unbalanced, and apple is no exception.
How should consumers deal with the global core shortage problem
Although the global core shortage problem occurs in the semiconductor upstream supply chain, it will eventually be transmitted to the downstream. As consumers, how can we deal with the global core shortage problem?
At present, the imbalance of chip supply and demand has led to the rise of wafer OEM price. TSMC decided not long ago that it would raise the price of wafers from April this year, with an increase of about $400 per wafer, or 25%, and that it would increase quarterly.
SMIC, the domestic chip giant, has also informed its customers by e-mail that it will increase its price from April 1. It is reported that SMIC's increase in this round is about 15% - 30%.
The price rise of upstream supply chain will inevitably lead to the price rise of downstream end products.
Not long ago, Xu Qi, President of realme China, said in an interview after the new product launch that due to the shortage of chips, batteries, sets and other raw materials in the upstream of the mobile phone supply chain, the price of mobile phones may fluctuate in the second half of this year, and the overall supply-demand relationship in the second half of this year will determine the price trend of the whole mobile phone industry.
Lei Jun also said in a recent interview,Consumers may soon feel that consumer electronics products are becoming more and more difficult to buy and more expensive.
If the iPhone 13 goes on sale as scheduled this year, it may not be able to avoid a price rise. Apple's mobile phone is already expensive. If the price continues to rise, many people may not be able to afford it.
Therefore, the author suggests that if you are short of money, don't wait for the iPhone 13 series this year. IPhone 11 and iPhone? XR, which are more cost-effective, are worth buying.
In addition, Apple users can also consider the transition of low-end models of other brands. In order to cope with the shortage of high-end process chips, mobile phone manufacturers have adopted a diversified product portfolio this year, including some products with secondary flagship chips such as snapdragon 870, which have a higher price performance ratio.
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Link to the original text:Yesky